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WFG Advisors’s American Express AXP Stock Holding History

WFG Advisors’s Portfolio AXP Stock Details AXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$132K Buy
1,568
+438
+39% +$34.7K 0.03% 464
2017
Q1 		$89K Sell
1,130
-273
-19% -$21.3K 0.02% 501
2016
Q4 		$104K Sell
1,403
-149
-10% -$10.3K 0.03% 513
2016
Q3 		$99K Buy
1,552
+35
+2% +$2.25K 0.02% 520
2016
Q2 		$92K Buy
1,517
+613
+68% +$38.8K 0.02% 519
2016
Q1 		$55K Buy
904
+5
+0.6% +$291 0.02% 637
2015
Q4 		$63K Buy
899
+102
+13% +$7.42K 0.02% 594
2015
Q3 		$59K Sell
797
-266
-25% -$20.5K 0.02% 591
2015
Q2 		$83K Sell
1,063
-1,595
-60% -$127K 0.02% 583
2015
Q1 		$208K Sell
2,658
-3,027
-53% -$251K 0.06% 339
2014
Q4 		$529K Buy
5,685
+236
+4% +$21.2K 0.11% 209
2014
Q3 		$477K Buy
5,449
+29
+0.5% +$2.61K 0.09% 265
2014
Q2 		$514K Buy
5,420
+43
+0.8% +$3.88K 0.1% 252
2014
Q1 		$484K Sell
5,377
-10,922
-67% -$976K 0.1% 251
2013
Q4 		$1.48M Buy
16,299
+94
+0.6% +$7.72K 0.21% 120
2013
Q3 		$1.22M Sell
16,205
-1,498
-8% -$113K 0.19% 136
2013
Q2 		$1.32M Buy
+17,703
New +$1.26M 0.22% 118

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

WFG Advisors's AXP Position: Q2 2017 in Review

WFG Advisors increased its American Express (AXP) stake by 39% in Q2 2017, buying an estimated $34.7K and bringing the position to 1,568 shares worth $132K. The position accounts for 0.03% of the portfolio, ranked #464.

WFG Advisors first reported a position in AXP in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.48M in Q4 2013. 1,262 funds tracked by Wall St. Rank hold AXP as of Q2 2017.

  • WFG Advisors held 1,568 shares of American Express worth $132K as of Q2 2017.
  • WFG Advisors bought 438 American Express shares in Q2 2017, an estimated $34.7K.
  • American Express made up 0.03% of WFG Advisors's portfolio in Q2 2017, its #464 holding.
  • WFG Advisors first reported a position in American Express in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's American Express position peaked at $1.48M in Q4 2013.
  • 1,262 funds tracked by Wall St. Rank held American Express as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.